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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,722 | $82,314-27.4% | $68,808-13.2% | $134,532-55.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.69% | -2.18%-11.5pp | -6.37%-7.3pp | 418.27%-432.0pp |
| Employer contribution / active EE | $5,476 | $3,301+65.9% | $2,656+106.2% | $4,741+15.5% |
| Participant deferral / active EE | $11,101 | $4,740+134.2% | $3,942+181.6% | $6,401+73.4% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |